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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

69 hedge funds and large institutions have $137M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
18
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.75M
2
Citadel Advisors
Citadel Advisors
Florida
$2.01M
3
GWP
Gateway Wealth Partners
Wisconsin
$614K
4
TRCT
Tower Research Capital (TRC)
New York
$1.44M
5
SW
Simplicity Wealth
New Jersey
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.52M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$683K
4
Wells Fargo
Wells Fargo
California
$15M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15M -$1.13M -21,757 -7%
SW
2
Simplicity Wealth
New Jersey
$14.7M +$505K +9,757 +4%
LPL Financial
3
LPL Financial
California
$13.7M +$250K +4,828 +2%
BIP
4
Blueprint Investment Partners
North Carolina
$13M -$400K -7,727 -3%
Morgan Stanley
5
Morgan Stanley
New York
$9.52M -$3.94M -76,226 -29%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.75M +$707K +13,668 +9%
RIA
7
Regal Investment Advisors
Michigan
$6.9M +$300K +5,791 +5%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$4.5M +$202K +3,897 +5%
PAG
9
Private Advisor Group
New Jersey
$4.41M -$572K -11,047 -11%
RJA
10
Raymond James & Associates
Florida
$4.12M -$425K -8,220 -9%
KWM
11
Kingsview Wealth Management
Oregon
$3.9M +$69.5K +1,342 +2%
HI
12
Harbour Investments
Wisconsin
$3.5M +$230K +4,452 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.28M -$143K -2,759 -4%
UBS Group
14
UBS Group
Switzerland
$2.82M -$14.8K -286 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.79M -$996K -19,242 -26%
Stifel Financial
16
Stifel Financial
Missouri
$2.76M +$242K +4,678 +10%
Truist Financial
17
Truist Financial
North Carolina
$2.65M -$82.3K -1,590 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.08M -$112K -2,171 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$2.01M +$635K +12,277 +46%
KAS
20
Kestra Advisory Services
Texas
$1.59M +$44.4K +857 +3%
TRCT
21
Tower Research Capital (TRC)
New York
$1.44M +$536K +10,349 +59%
US Bancorp
22
US Bancorp
Minnesota
$1.33M +$21.2K +409 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.31M -$183K -3,537 -12%
SA
24
Sanctuary Advisors
Indiana
$886K +$886K +17,091 New
AWS
25
Atria Wealth Solutions
New York
$870K -$671K -12,963 -44%
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